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How Nvidia Built a Moat on CUDA and Developer Lock-In
Nvidia's dominance in AI chips isn't just about the hardware — it's about the software ecosystem that makes switching nearly impossible. In this episode, Lucas and Luna explore how CUDA, a programming platform launched in 2006, created a moat that rivals any in tech history. They trace the journey from gaming GPUs to data center dominance, explain why developers are the real lock-in, and break down the network effects that keep competitors like AMD and Intel at bay. With concrete examples like the early days of CUDA and the rise of deep learning, this episode reveals how a…
The skinny
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